James is a member of the firm’s Portfolio Management Group and provides wealth advisory and portfolio management services to a number of Family Office clients. He is a senior member of the team that undertakes the due diligence and monitoring of private investments. James also works with Canadian advisory firms and their representatives on portfolio construction and investment tax planning with TCI Premia Portfolio Solutions. James has nearly 15 years of experience in the investment management industry. Prior to joining Tacita Capital, James worked at a high net worth investment management boutique in Miami, Florida. James earned a Masters of Business Administration from the University of